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FUND MANAGERS
Funds management
Most global fund managers have maintained a neutral view when it comes to their allocation to bonds and equities for the remainder of 2012, according to the latest HSBC F...
Editorial
Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....
Funds management
Performance volatility and concentration issues continue to plague the Australian real estate investment trusts (A-REITs) sector....
Funds management
The property securities sector produced modest gains over the past 12 months, but continues to face volatility and concentration issues, SQM Research has found....
Rate the raters
Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Funds management
Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...
Financial planning
Clime Australian Value Fund joins Macquarie Wrap platform....
Financial planning
The financial services regulator has identified conflicts of interest present in asset consultant business models, which it said needed to be managed properly....
Financial planning
Calastone wins through on Ausbil Dexia connection....
Financial planning
Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...
Financial planning
A financial services lawyer has been able to outline how privacy legislation impacts on the selling of financial advisers' client books in the wake of Money Management's ...
Financial planning
DST Global Solutions is touting the advantages of the corporate actions solution it is developing with XSP on its HiPortfolio platform....
Financial planning
With the ASX considering the final look of its new listed managed fund service, questions remain over whether Aqua II will attract wholesale fund managers to make the lea...
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...